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Resources
All the info, guides, and case studies you need to understand digital transformation and how to start your journey today.
All resources
Blog
Top 16 digital transformation trends in insurance in 2023
2023 is going to be a big year for digital transformation projects in the insurance industry. Check out this list of the top 16 trends that will shape the future of insurance!
March 4, 2022
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12 minutes
Customer story
Customer story
Customer story
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Customer story
Blog
Sep 22, 2022
7 core capabilities for effective customer data management in banking
These are the core capabilities in customer data collection that banks need to meet changing customer expectations and address market trends.
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Blog
5 minutes
Blog
Sep 21, 2022
How seamless customer data collection can help insurance directors automate workflows
As the insurance industry looks to adopt more automation in its workflows, customer data collection will play an increasingly important role.
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Blog
5 minutes
Blog
Sep 19, 2022
Data integration as a critical competitive capability in insurance
Data integration is a critical capability for insurers looking to improve customer experience, operational efficiency, and employee productivity.
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Blog
5 minutes
Blog
Sep 15, 2022
Digital data collection: the gateway to digital transformation
Digitizing data intake processes is the first step insurance companies must take to benefit from innovative tech like AI, blockchain, and machine learning.
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Blog
5 minutes
Blog
Sep 14, 2022
Building end-to-end digital customer journeys in insurance
Digital data intake is a necessary first step to enable the end-to-end digital customer journey in insurance. By breaking down silos and connecting disconnected systems, insurance companies can provide a more personalized and seamless experience for their customers.
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Blog
4 minutes
Blog
Sep 13, 2022
Glossary of digital transformation terminology for the insurance industry
Stay up to date with the latest developments in the insurance industry by learning these digital transformation buzzwords.
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Blog
5 minutes
Blog
Sep 8, 2022
P&C insurance digital transformation trends 2024
The P&C insurance digital transformation is in full swing. Here are the trends you can expect to see in the next two years.
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Blog
5 minutes
Blog
Sep 5, 2022
Hyperautomation in banking: the business value of digital data intake
Converting paper-based data entry is the key to unlocking the potential of hyperautomation in banking. It is a prerequisite for other technologies downstream, such as robotic process automation (RPA) and artificial intelligence (AI)
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Blog
5 minutes
Blog
Sep 1, 2022
Data-driven operations: how digital intake journeys streamline customer interactions
Find out how digital data intake can help insurance companies make smarter decisions and be more data-driven.
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Blog
4 minutes
Blog
Aug 31, 2022
4 ways manual data intake is preventing enterprises from maximizing customer value
Is inefficient data intake holding your company back? If your processes require manual touchpoints, the answer is a resounding yes.
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Blog
5 minutes
Blog
Aug 30, 2022
Digital transformation in real estate: lessons learned from the turbulent journey of compass.com
Real estate disruptor Compass.com demonstrates how digitizing processes and prioritizing customer and agent experience are key to real estate success.
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Blog
5 minutes
Blog
Aug 29, 2022
7 digital customer journey trends in insurance for 2023 and beyond
As customers become increasingly digital, customer journeys in the insurance industry are evolving. Here we discuss 7 key trends in customer journeys that will have an impact on the industry in the years to come.
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Blog
5 minutes
Blog
Aug 28, 2022
The influence of data intake methods on customer experience in insurance
Collecting data from customers doesn't have to become a point of friction. Insurance companies can make the customer journey smoother and more efficient by digitizing data intake.
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Blog
4 minutes
Blog
Aug 24, 2022
Streamlining FNOL processes in the call center with digital customer data intake
When customers experience a loss, they don’t have patience for inefficient data intake in the FNOL process. Digital data intake offers a better, faster solution.
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Blog
5 minutes
Blog
Aug 22, 2022
Why digital data intake is the first step to digital transformation in banking
Banks looking to benefit from the automation revolution should start at the beginning: digital data intake.
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Blog
4 minutes
Blog
Aug 17, 2022
The future of agent-assisted interactions in banking
Digital data intake journeys are the future of agent-assisted interactions in banking. They are more user-friendly, efficient, and accurate than traditional data collection methods.
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Blog
5 minutes
Blog
Aug 15, 2022
8 must-have capabilities of digitally-driven financial institutions
Research shows that digitally-mature financial institutions are two times more likely to be profitable than their less digitally-mature counterparts. So, what are the must-have capabilities for digitally-driven financial institutions?
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Blog
5 minutes
Blog
Aug 10, 2022
The end of web forms as customer data collection method in financial sector
Finance companies seeking to retain customers and boost revenue can do so with one easy change: replacing web forms with chatbots and digital intake journeys.
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Blog
5 minutes
Blog
Aug 9, 2022
The future of insurance: digital claims, digital sales, and other trends
Here are some of the most important trends that will transform the insurance industry in the years to come.
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Blog
4 minutes
Blog
Aug 8, 2022
How to make the most of your evolving insurance forms
Web forms with good UI can be a gamechanger for insurance providers, improving the customer experience and driving strong business outcomes.
Blog
Blog
Jul 30, 2022
How insurance companies are benefiting from the power of digital data collection
Digital data collection is transforming the insurance industry. Here’s how companies are using it to gain a competitive advantage.
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Blog
5 minutes
Blog
Jul 29, 2022
Digital data intake: the key to intelligent automation in insurance
Customers expect it to be easy to find the right agent to solve their issues. Intelligent automation in insurance is the key to making that happen.
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Blog
5 minutes
Blog
Jul 28, 2022
How digital data intake minimizes rejections and callbacks in a call center
Customer service agents are a valuable resource. Digital data intake allows them to focus on tasks that drive business value for insurance providers.
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Blog
6 minutes
Blog
Jul 26, 2022
3 Broken Insurance Customer Journeys & How digital data intake can fix them
The insurance industry’s customer journeys are broken. Digital data intake can fix it. Read on to learn how.
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Blog
7 minutes
Blog
Jul 25, 2022
The unique challenges of digital transformation in commercial insurance
Digital data intake is the foundation on which all other digital transformation initiatives must be built. No-code tools enable commercial insurers to rapidly digitize their customer data intake processes with minimal investment.
Read
Blog
6 minutes
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Blog
Jul 21, 2022
Unlocking the potential of automation with digital customer data collection
Learn why digital customer data collection is essential for automation
Read
Blog
6 minutes
Blog
Jul 20, 2022
Advantages of digital data collection methods for loan underwriting
Learn about the benefits of using digital data collection methods for loan underwriting and how it can improve the customer experience.
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Blog
5 minutes
Blog
Jul 14, 2022
The role of customer data intake in the insurance customer journey
Digital customer data intake can transform the insurance customer journey, making it easier and more efficient for both the customer and the organization.
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Blog
5 minutes
Blog
Jul 13, 2022
Solving the insurance digital transformation challenges with digital data intake
By digitizing the customer data intake process, insurance companies can improve the customer experience, automate workflows, and increase efficiency.
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Blog
6 minutes
Blog
Jul 9, 2022
Solving the issue with customer data collection in insurance
If you’re still using manual data entry methods, it’s time to If you’re still using manual data entry methods, it’s time to switch to digital data intake journeys.
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Blog
6 minutes
Blog
Jul 7, 2022
Breaking into a career in tech: tips from a Digital Transformation Manager at EasySend
Fallon Teren, Digital Transformation Manager at EasySend, shares her experience working at EasySend and how the company is helping businesses automate their business processes.
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Blog
5 minutes
Blog
Jul 4, 2022
6 pain points of traditional data collection in insurance and how to solve them
Discover the 6 biggest pain points that insurance companies suffer when they use traditional data collection methods, and how switching to digital data collection can cure them all.
Read
Blog
5 minutes
Blog
Jun 27, 2022
Solving the issue of customer data intake in mortgage servicing
Personalized digital journeys improve customer data intake, facilitate mortgage servicing, and improve customer experience.
Read
Blog
8 minutes
Blog
Jun 22, 2022
How to streamline your credit union's new member onboarding process
he onboarding process is critical to the success of your credit union. Here are 11 key things you can do to streamline the credit union onboarding process and make it more efficient.
Read
Blog
5 minutes
Blog
Jun 21, 2022
7 benefits of digital data intake journeys for customer data collection in insurance
Digital data intake can be a gamechanger for insurance providers. These are the top 7 benefits you will gain with digital customer data collection.
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Blog
5 minutes
Blog
Jun 21, 2022
Mapping out customer journeys in insurance for better customer experience
The journey customers take before, during, and after the sales process should be considered to create a seamless experience. Here's how insurers can look at their digital strategy through the lens of customer journeys.
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Blog
8 minutes
Blog
Jun 16, 2022
Why design thinking is essential for digital transformation in insurance
Design thinking is a customer-centric approach that can help insurers to stay ahead of the curve and remain relevant in a rapidly changing digital world.
Read
Blog
6 minutes
Blog
Jun 15, 2022
Why data integration is key to the digital experience in insurance
Data integration plays a key role in digital transformation in insurance. The first step for insurers is digitizing customer data intake.
Read
Blog
5 minutes
Blog
Jun 14, 2022
Solving the issue of customer data intake in loan servicing
The benefits of digital data intake are for loan servicing are too great to ignore, and with the right solution in place, digital data intake can be a game-changer.
Read
Blog
7 minutes
Blog
Jun 13, 2022
How 4 insurers are driving customer engagement with digital data intake
Learn how four leading insurance companies are using digital data intake to increase efficiency, reduce costs and improve the experience for their customers.
Read
Blog
10 minutes
Blog
Jun 7, 2022
Tesla vs. the Insurance Industry: how auto insurers can avoid the fate of the dinosaurs
The future of insurance is digital, data-driven, and customer-centric. Tesla has already shown us the way; it's time for the rest of the industry to follow suit.
Read
Blog
5 minutes
Blog
Jun 1, 2022
The importance of digital journey mapping for improving customer experience in banking
Digital transformation in banking is a journey, and digital journey mapping can be an invaluable tool to help you meet your goals.
Read
Blog
5 minutes
Blog
May 31, 2022
Why digital intake solutions are the key to successful automation in insurance
Learn how digital data intake can help your insurance company boost efficiency and improve customer experience.
Read
Blog
5 minutes
Blog
May 30, 2022
Is a typed signature legally binding? And other questions
Learn about the legality of typed signatures, the different ways they can be used, and why they're so important for digital customer journeys.
Read
Blog
7 minutes
Blog
May 29, 2022
Easy new member onboarding is crucial for the survival of credit unions
Credit Unions can create a simple, fast onboarding process using smart digital journeys, creating strong relationships with new members from the get-go.
Read
Blog
9 minutes
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Blog
May 25, 2022
How to improve the insurance policy renewal process
Policy renewal process doesn’t have to be a pain. By making it easy for policyholders to renew their policy online, you'll boost customer retention and reduce operational costs.
Read
Blog
5 minutes
Blog
May 24, 2022
Why are neobanks popular and how traditional banks can catch up
Wondering why neobanks are popular? We explain where they outperform traditional banks and what banks can do to keep up.
Read
Blog
7 minutes
Blog
May 19, 2022
Making RPA, BPA, and workflow automation work by digitizing front-end customer input
In order to automate their back-end processes, many businesses overlook the importance of automating the intake of customer data. Here we'll show you how to do it using customer data intake journeys
Read
Blog
8 minutes
Blog
May 17, 2022
How to convert a PDF form into digital experience: step-by-step guide
Converting your customer data intake forms from PDFs to digital experiences can be an overwhelming process. Here's our simple, 5-step process for making it painless.
Read
Blog
10 minutes
Blog
May 12, 2022
Insurance trends: plain language policies
The insurance industry trends are clear—plain language policy is key to keeping customers happy and even to selling more.
Read
Blog
6 minutes
Blog
May 11, 2022
Top UX trends in banking for 2023
Banking in 2023 is all about the user experience. What are the banking US trends we can expect in 2023?
Read
Blog
7 minutes
Blog
May 5, 2022
Frustrated with PDF forms? So are your customers!
PDF forms as a method of customer data collection in insurance have many limitations. In order to provide a better experience for your customers, it's time to consider other options.
Read
Blog
6 minutes
Blog
May 4, 2022
Here’s how bad UX is hurting your insurance company’s bottom line
Do your insurance company’s website and online services suffer from bad UX? It might be losing you thousands in revenue - per customer. Here's how to fix it.
Read
Blog
6 minutes
Blog
Apr 27, 2022
Where are the growth opportunities for intelligent automation in insurance?
To take full advantage of the growth opportunities of automation in insurance, insurers must solve the problems stemming from manual customer data collection
Read
Blog
7 minutes
Blog
Apr 25, 2022
Solving the UX challenges in insurance and banking
Solving the UX challenges in insurance and banking demands an uncompromising focus on customer experience
Read
Blog
7 minutes
Blog
Apr 25, 2022
How to accelerate your digital transformation plans from 5 years to 3 months
Learn how you can drastically reduce the time it takes to complete your digital transformation projects with the help of some innovative technologies and solutions.
Read
Blog
7 minutes
Blog
Apr 21, 2022
How can midsize banks offer a digital experience that competes with the big players?
Taking a customer-centric approach and investing in innovative technologies will help midsize banks offer a digital experience that meets the needs of today’s consumers and keeps pace with the big players.
Read
Blog
5 minutes
Blog
Apr 20, 2022
11 quick tips to improve user experience of the insurance websites
Here are 11 tips from EasySend’s team to help improve the UX/UI of your insurance website and make it stand out from the rest
Read
Blog
5 minutes
Blog
Apr 19, 2022
4 keys to delighting banking customers with a digital-first approach
How can banks recalibrate their customer experience (CX) to be digital-first? Concentrate on these 4 key areas.
Read
Blog
7 minutes
Blog
Apr 15, 2022
Lessons learned from Chipotle’s human-centric approach to digital transformation
Chipotle’s successful digital transformation demonstrates how strategic use of technology can improve customer experience
Read
Blog
6 minutes
Blog
Apr 14, 2022
4 digital transformation success factors banking and insurance businesses can't afford to ignore
Digital transformation in banking and insurance is critical, but more often than not, it fails. Discover the keys to success in our new blog.
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Blog
5 minutes
Blog
Apr 13, 2022
Enterprise digital transformation: trends in mobile banking
As banking goes digital, mobile banking trends are putting customer experience at the forefront of innovation.
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Blog
6 minutes
Blog
Apr 6, 2022
Digital transformation success stories: Guardian Life
Guardian Life’s successful digital transformation journey helped the company speed up time-to-market, enabling fast, agile, and flexible deployment of new features and products, allowing Guardian to become highly competitive while maintaining its market leader position.
Read
Blog
8 minutes
Blog
Apr 5, 2022
Assess your organization's digital maturity with this 10 step checklist
By assessing your digital maturity, you can identify the areas where you need to improve and take the necessary steps to get there.
Read
Blog
5 minutes
Blog
Apr 4, 2022
How to pitch a no-code platform to your CIO: a guide for the overworked head of IT
We’ve put together tips to make a perfect pitch that will help get your CIO on board with adopting a no-code platform.
Read
Blog
7 minutes
Blog
Mar 29, 2022
Webinar recap: how VGM achieved their 5-year digital transformation plan in 3 months with EasySend
In our latest webinar, we discussed how VGM achieved its 5-year digital transformation plan in 3 months, utilizing EasySend's platform as one of the driving forces behind that success.
Read
Blog
5 minutes
Blog
Mar 24, 2022
No-code platform vs coding from scratch: how to make the right decision for your next digital transformation project
Let’s take a closer look at three ways to tackle any digital transformation project: code from scratch, use a no-code platform, or off-the-shelf software.
Read
Blog
6 minutes
Blog
Mar 23, 2022
7 steps to a user-friendly sales process in insurance and banking
Your customers expect an outstanding customer experience and won’t settle for less. These 7 easy steps can improve your sales UX in insurance and banking.
Read
Blog
7 minutes
Blog
Mar 17, 2022
Document management systems vs digital journey platforms
Document management systems and digital journey platforms: what they have in common and where they differ
Read
Blog
6 minutes
Blog
Mar 16, 2022
6 reasons why you should consider a no-code platform for your next digital transformation project
Organizations can now deliver better customer experiences without investing enormous resources—it’s the no-code revolution.
Read
Blog
6 minutes
Blog
Mar 10, 2022
Why great UX matters for internal processes and operational efficiency
Internal processes are a critical part of any business, and it is essential to make sure they are as user-friendly as possible.
Read
Blog
6 minutes
Blog
Mar 8, 2022
ROI of claim intake tools: PDfs vs web forms vs digital journeys
Let's break down the ROI of digital transformation for insurance companies by comparing the operational costs of claim intake with PDFs, simple web forms, and user-friendly digital journeys.
Read
Blog
7 minutes
Blog
Mar 3, 2022
Common pitfalls of banking modernization and how to avoid them
Banks are under pressure to digitally transform operations. We outline the common pitfalls and offer guidance to help get through it
Blog
Feb 28, 2022
Get more done with less: a guide to no-code for insurance CIOs
See how no-code/low-code development approaches can help Insurance CIOs answer some of their toughest business challenges.
Read
Blog
11 minutes
Blog
Feb 24, 2022
Insurance CIO guide to technology trends for 2023
The right tools can help insurers prepare for technology trends in the insurance industry. The most important tool may not be what you expect.
Read
Blog
6 minutes
Blog
Feb 22, 2022
What do digitally mature insurance organizations do differently, and how to catch up
Digital maturity is not about focusing on the technology but understanding how it works for your business and gaining insights from your customers to make better decisions.
Read
Blog
9 minutes
Blog
Feb 17, 2022
The power of UX: making the complex simple
In this insightful interview with Vitaly Friedman, the creative lead at Smashing Media, we will dive into the intersection of the world of UX and the one thing you wouldn’t associate with great customer experience: forms and insurance paperwork.
Read
Blog
13 minutes
Blog
Feb 15, 2022
How to become a digital leader in the insurance industry
Two elements are key for leaders looking to ignite an insurance digital transformation: customer-facing development and no-code platforms.
Read
Blog
6 minutes
Blog
Feb 10, 2022
The ROI of a customer journey transformation for financial institutions
Not all digital customer journey digitization initiatives will provide an ROI for financial institutions. Here are some factors to consider.
Read
Blog
7 minutes
Blog
Feb 6, 2022
Top 10 areas for digital disruption in banking: exciting opportunities ahead!
Consumer behavior is changing, and banks are under pressure to keep up. In this blog post, we will explore top 10 areas for digital disruption in banking.
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Blog
9 minutes
Blog
Feb 3, 2022
Compliance and KYC digital trends in banking
Banks can approach their risk and compliance strategy as an opportunity to deliver a better customer experience while cutting costs and reducing risks.
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Blog
7 minutes
Blog
Jan 31, 2022
5 key elements of the insurance digital experience
Customers expect seamless experiences in their insurance interactions across all channels in today's digital age. Are you ready to rethink digital experience in insurance? Here are 5 key areas to focus on.
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Blog
5 minutes
Blog
Jan 27, 2022
Ten reasons why insurers should make the switch to digital FNOL
Digital First Notices of Loss (FNOL) is the first step in this journey to digital claims experience, and as such is a crucial part of the claims process. Here are 10 reasons why digital FNOL is the future of claims interactions.
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Blog
6 minutes
Blog
Jan 20, 2022
What do healthcare CIOs need to know about digital journeys?
Healthcare providers today are focused on creating a customer-centric digital journey. CIOs can play a key role with the right strategies and tools.
Read
Blog
7 minutes
Blog
Jan 18, 2022
Real estate eSignatures 101: everything you need to know
Learn about real estate eSignature and how it can benefit your business. This article provides all the information you will need in order to make an informed decision.
Read
Blog
7 minutes
Blog
Jan 10, 2022
11 ways digital journeys boost ROI of digital transformation in insurance
Financial services companies can leverage the power and insights from digital journeys to improve customer experience, build strong competitive advantages, and outpace the industry.
Read
Blog
7 minutes
Blog
Jan 6, 2022
Break into a career in tech: why becoming a digital experience specialist is an excellent springboard to get you started
Looking to break into a career in tech? Look no further than the role of digital experience specialist. A DX career path is a great way to start your high-tech journey, as it provides you with the opportunity to learn valuable skills and grow your experience.
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Blog
7 minutes
Blog
Dec 29, 2021
Digital banking trends: get ready for 2023
To stay ahead of the competition in digital banking, it’s important to understand where your industry is heading. Here are 11 trends that will transform the way consumers interact with financial institutions in the next five years.
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Blog
11 minutes
Blog
Dec 21, 2021
2021 year in review: UX trends in digital insurance
In 2021, there have been several breakthroughs in insurance UX that will define our digital future. What are some of those key developments? Let's explore them below!
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Blog
9 minutes
Blog
Dec 14, 2021
16 tips to improve digital claims experience in insurance
Find out what you can do today to improve the insurance claims experience for your customers. These tips will reduce friction and help ensure a positive customer service experience.
Read
Blog
9 minutes
Blog
Nov 29, 2021
How to boost real estate customer experience with digital customer journeys
There’s a massive shift in the real estate industry as digital customer journeys are becoming more and more important.
Read
Blog
8 minutes
Blog
Nov 25, 2021
Customer experience: creating value by transforming customer journeys in 2023
This blog post shares advice from top UX advice from EasySend experts for building customer journeys in insurance, banking, and financial industries
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Blog
6 minutes
Blog
Nov 24, 2021
How banking CIOs can create more digital customers in 2023
The role of CIO is changing into a driver for innovative strategies, expanding into new digital channels and services and creating a seamless customer experience.
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Blog
6 minutes
Blog
Nov 23, 2021
Why user experience is key to growth in insurance, banking, and financial services
Robust user experience is essential for insurance, banking, and financial services firms to flourish. In these competitive industries, businesses that focus on digital user experience will outperform those that don't.
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Blog
8 minutes
Blog
Nov 16, 2021
No-code is inevitable: how we found a gap in the market that got us $71.5M in funding
EasySend have raised a $55.5 million Series B funding round, bringing the total amount raised to date to $71.5M.
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Blog
6 minutes
Blog
Nov 16, 2021
How we raised over $71.5M in two years, or why the emerging no-code digital journeys market is primed for explosive growth
EasySend has just announced a Series B funding round, bringing the total amount raised to date to $71.5M.
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Blog
9 minutes
Blog
Nov 15, 2021
Reinventing paperwork as a revenue generation tool: 5 steps that work
For decades, paperwork has been treated as a necessary evil. Finally, solutions are available that are capable of transforming paperwork into digital journeys.
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Blog
6 minutes
Blog
Nov 10, 2021
The evolution of paperwork in insurance: from paper to PDF to digital journeys
Any business that has to collect data and signatures from customers can significantly improve processes, productivity, and reduce costs by moving away from paper-based documentation to fully digital experiences.
Read
Blog
5 minutes
Blog
Nov 8, 2021
18 digital transformation trends in real estate to watch out for in 2023
As the real estate industry continues to adapt to the digital age, it is important for companies to keep up with these trends in order to stay relevant. Here are 18 ways that digital transformation will impact the future of real estate.
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Blog
11 minutes
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Transforming Forms into Digital Journeys: Where Do I Start?
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